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Vanguard Value ETF
VTV

Overview Fund Activity

1,816 hedge funds and large institutions have $67.6B invested in Vanguard Value ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 732 increasing their positions, 719 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,816
Holders Change
+29
Holders Change %
+1.62%
% of All Funds
28.64%
Holding in Top 10
354
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.58%
New
129
Increased
732
Reduced
719
Closed
77
Calls
$111M
Puts
$12.6M
Net Calls
+$98.1M
Net Calls Change
+$41.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$302M
2
PLFA
Pacific Life Fund Advisors
California
+$294M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$179M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
+$136M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$123M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.7B
2
Morgan Stanley
Morgan Stanley
New York
-$195M
3
CM
Churchill Management
California
-$186M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$145M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
1476
Strategic Equity Management
Arizona
$302K -$100K -707 -25%
MPAM
1477
Murphy Pohlad Asset Management
Minnesota
$301K -$2.13K -15 -0.7%
PG
1478
Proffitt & Goodson
Tennessee
$301K – – –
MCM
1479
McRae Capital Management
New Jersey
$301K – – –
FSA
1480
Financial Sense Advisors
California
$299K -$2.42K -17 -0.8%
PMG
1481
Private Management Group
California
$298K – – –
TCM
1482
Traynor Capital Management
Pennsylvania
$295K +$28.8K +203 +11%
FDCC
1483
Foster Dykema Cabot & Co
Massachusetts
$294K +$54.1K +381 +23%
DAM
1484
Deltec Asset Management
New York
$291K -$1.63M -11,450 -85%
IIC
1485
Ironwood Investment Counsel
Arizona
$291K – – –
HFS
1486
Heritage Financial Services
Massachusetts
$290K -$249K -1,752 -46%
LC
1487
Landaas & Company
Wisconsin
$290K – – –
TNB
1488
Thomasville National Bank
Georgia
$287K – – –
HT
1489
Heritage Trust
Oklahoma
$286K – – –
AP
1490
Appleton Partners
Massachusetts
$286K – – –
RC
1491
Roundview Capital
New Jersey
$286K -$1.12M -7,887 -80%
SWM
1492
Stockman Wealth Management
Montana
$285K -$68.5K -482 -19%
TCA
1493
Trifecta Capital Advisors
Illinois
$285K – – –
RP
1494
Rowlandmiller & Partners
Georgia
$284K – – –
CPWM
1495
Cypress Point Wealth Management
Texas
$284K -$274K -1,925 -49%
PGAM
1496
Princeton Global Asset Management
New Jersey
$284K – – –
WTC
1497
WhitTier Trust Company
Nevada
$284K +$31.1K +219 +12%
MCM
1498
McDonough Capital Management
Florida
$283K – – –
DWP
1499
Destiny Wealth Partners
Florida
$283K +$283K +1,930 New
IF
1500
Ironwood Financial
Arizona
$283K -$31K -218 -10%
58 59
60
61 62